C****2
发帖数: 2904 | 1 China Imports Soar, Up Almost 90% Year-Over-Year (With Video)
https://www.mitbbs.com/mitbbs_postdoc.php?board=Military&ftype=0
With bookings of U.S. imports from China currently up 89% year-over-year (y/
y), ocean freight out of China is surging during the COVID-19 pandemic.
Steve Ferreira, CEO of Ocean Audit Inc., and Daniel Gardner, president of
Trade Facilitators, recently discussed what's causing the surge of goods
from China and how long it will last.
The virtual fireside chat — "China and tariffs: Why COVID has actually
increased cargo yields" — was part of American Shipper's Global Trade Tech
Summit on Thursday.
"I like to look at the velocity of shipments moving out of China. Right now,
we have higher rates, and higher spot rates, and the ocean environment is
just crunching it right now. So there's profits being made, you know, out
the wazoo," Ferreira said.
Ferreira noted that from January to August 2019, there were 39 million
invoices from China. From January through August 2020, there were 42 million
invoices moved from China.
Asia-U.S. West Coast spot rates recently climbed past $3,700 per forty-foot
equivalent unit (FEU) in mid-September.
"How might you project three or four months out in terms of where the
volatility of the supply chain might be heading, and what could clients do
to mitigate that?" Ferreira asked.
Garder said the spike in volume from China is being caused by several
factors, including increased shipments of personal protective equipment (PPE
), as well as retailers gearing up for the holidays, Black Friday and Cyber
Monday.
"We are living in a consumption society where traditional retailers, e-
tailers, are placing some pretty big bets on what people are going to buy in
the next couple of months," Gardner said.
Gardner added, "I think it was fairly obvious that that ocean rates were
going to go up to the extent that the carriers could manage supply and
finally pulled together in the face of an existential threat to their own
financial viability and stand their ground on rates."
According to the FreightWaves Ocean TEU Volume Index, bookings of U.S.
imports from China are up 89% y/y through next week, an indication that
freight volumes will continue to flow through the rest of September.
During the first week of September, FreightWaves' Greg Miller reported ocean
shipping rates broke records, with 40-foot container rates eclipsing $3,700
in the spot market from China to the U.S. West Coast.
"I think we're getting to the point now where the rates are, you could use
the word abusive, especially given the circumstances," Gardner said. "As far
as the future, I would recommend for people to plan for the long term."
Gardner said shippers should plan for rates to be high through at least
November, and also take a nontraditional approach to contract management.
"Don't negotiate any rates until a little further into next year," Gardner
said. "Now that gets hard to do, because you run the risk of if you wait too
long that there won't be any space available on ships. But I'd wait a
little bit longer, take a nontraditional approach to contract management and
contract negotiation going into next year, because I think this big boom is
going to be followed by a pretty substantial dip."
Ferreira said another hot topic is manufacturers discussing leaving China
and moving their factories to places like Vietnam or Mexico.
"Gartner did a survey where they said a third of companies had moved out of
China or plan to move by 2023," Ferreira said. "Then the American Chamber of
Commerce in China did a survey that said that 84% of [its] members say no
movement, we're going to stick with China. So is a really, really mixed
message in terms of where people are moving away."
Gardner said he has explored for clients the feasibility of moving away from
China to countries like Vietnam and Mexico but is uncertain when the market
could start to see it reflected in freight volumes.
"I'm a little bit surprised that people haven't left China sooner because
the section 301 tariffs have been around for a couple years now," Gardner
said. "But the question becomes, where are you going to go? Because China
has a 40-year head start in terms of production capacity and diversity of
products that they make."
Gardner's company, Trade Facilitators, has done a lot of work in Latin
America; he lived in Mexico for four years.
"Companies that just say, we want to leave China, go to Mexico. Well, that's
a good strategy. But the products you're looking for, are they even made in
Mexico? If they are, where do the raw materials come from, because they're
likely coming from China," Gardner said. "Mexico, while it is a good, strong
market, it does not have the production capacity or the diversity of
industries that China has. Nobody does." | C****2
发帖数: 2904 | 2 老将赶紧辟谣去。
贸易战美国赢了，美国医疗用品完全自给自足，全国产。
y/
Tech
【在 C****2 的大作中提到】
: China Imports Soar, Up Almost 90% Year-Over-Year (With Video)
: https://www.mitbbs.com/mitbbs_postdoc.php?board=Military&ftype=0
: With bookings of U.S. imports from China currently up 89% year-over-year (y/
: y), ocean freight out of China is surging during the COVID-19 pandemic.
: Steve Ferreira, CEO of Ocean Audit Inc., and Daniel Gardner, president of
: Trade Facilitators, recently discussed what's causing the surge of goods
: from China and how long it will last.
: The virtual fireside chat — "China and tariffs: Why COVID has actually
: increased cargo yields" — was part of American Shipper's Global Trade Tech
: Summit on Thursday.
| T*G
发帖数: 600 | 3 对于这种NC贴，建议到沿海做外贸的城市看下不就得了吗，youtube上一堆堆关厂的，
再说了增长那么高的话还拒绝脱钩个屁阿
y/
Tech
【在 C****2 的大作中提到】
: China Imports Soar, Up Almost 90% Year-Over-Year (With Video)
: https://www.mitbbs.com/mitbbs_postdoc.php?board=Military&ftype=0
: With bookings of U.S. imports from China currently up 89% year-over-year (y/
: y), ocean freight out of China is surging during the COVID-19 pandemic.
: Steve Ferreira, CEO of Ocean Audit Inc., and Daniel Gardner, president of
: Trade Facilitators, recently discussed what's causing the surge of goods
: from China and how long it will last.
: The virtual fireside chat — "China and tariffs: Why COVID has actually
: increased cargo yields" — was part of American Shipper's Global Trade Tech
: Summit on Thursday.
| c*****a
发帖数: 1 | 4 你这个下室傻逼，看不懂听不懂英语？关厂的都是鞋厂衬衣厂，而大量出口的都机电产
品，产业链中上游产品
【在 T*G 的大作中提到】
: 对于这种NC贴，建议到沿海做外贸的城市看下不就得了吗，youtube上一堆堆关厂的，
: 再说了增长那么高的话还拒绝脱钩个屁阿
:
: y/
: Tech
| T*G
发帖数: 600 | 5 廊坊五，那么好天天叫唤拒绝脱钩干啥阿，家电厂一堆接不到单的，你嘴巴轻飘飘一句
中上游就解决别人就业了？做这种消息的不是亲铲党外宣就是美国主党想恶习trump
cheery-picking出来的。动动脑子都能想到情况真那么好会让你点半餐？会取消医院学
校事业单位？会社保不进个人账户？顺天时报的问题是天天把丧事说成喜事办，最后把
自己也骗了
【在 c*****a 的大作中提到】
: 你这个下室傻逼，看不懂听不懂英语？关厂的都是鞋厂衬衣厂，而大量出口的都机电产
: 品，产业链中上游产品
| C****2
发帖数: 2904 | 6 呵呵，你好好看看中国的外贸数据再说吧。
八月，中国对美国出口是自2009年最高的一个月，九月还在增加。
【在 T*G 的大作中提到】
: 廊坊五，那么好天天叫唤拒绝脱钩干啥阿，家电厂一堆接不到单的，你嘴巴轻飘飘一句
: 中上游就解决别人就业了？做这种消息的不是亲铲党外宣就是美国主党想恶习trump
: cheery-picking出来的。动动脑子都能想到情况真那么好会让你点半餐？会取消医院学
: 校事业单位？会社保不进个人账户？顺天时报的问题是天天把丧事说成喜事办，最后把
: 自己也骗了
| f******d
发帖数: 2394 | 7 发信人: fireroad (地狱之路), 信区: Military
标 题: Re: 人民币这么升值图啥
发信站: BBS 未名空间站 (Wed Sep 16 18:55:08 2020, 美东)
因为病毒，全球航班大部分停运，中美脱钩实质上暂停，产业链转移暂停，所以中国七
，八月贸易数据继续火爆，顺差不减反增。又回到了小将们梦寐以求的美帝印钞，中国
生产出口，人民币升值的节奏。如果病毒真是中国放出来打断美帝脱钩节奏，争取时间
的大棋，水平堪比老蒋炸毁花园口利用黄河阻挡日军。
y/
Tech | C****2
发帖数: 2904 | 8 “中国七
谁还梦寐以求“美帝印钞，中国生产”？老黄历啦，中国现在主张内循环，企业出口的
外汇补贴都取消了，人民币暴力升值说白了就是消费经济，现在中国消费市场世界第一
，问问好莱坞吧，人家一清二楚。 | c******e
发帖数: 1351 | |
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